Cassaday & Co Wealth Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,196
Closed -$232K 270
2023
Q1
$232K Buy
+1,196
New +$232K 0.01% 232